| In 1984, the band Alabama sang: "If you're gonna play in Texas You gotta have a fiddle in the band" While Texas may still have some down-home music, today the Lone Star State is known for big business. Oil is a major industry, and the state is attracting billionaires - and their companies - in droves. Furthermore, it is home to 405 data centers, with another 445 under construction. Both figures are the second-most in the country. If you were going to pen a song about Texas today, instead of talking about a fiddle, it might be more appropriate to write about the business climate: "If you're gonna build a data center You gotta have a little bit of land" Or maybe a lot of land. There are tons of ways to play the AI boom - and it is a boom, with more than 3,000 data centers currently being built (which represents 75% growth over the 4,000 that are already in operation). One area investors should look at is real estate. Prologis (NYSE: PLD) is a real estate investment trust that owns properties all over the U.S. and Mexico, with many in Austin, Dallas, San Antonio, and Houston. It also owns real estate in Georgia and Pennsylvania, two more states that are seeing profound data center growth. Prologis specializes in warehouses and industrial facilities. It also has 5.7 gigawatts of power available and 15,000 acres of development-ready land that could be used for data centers. For example, it has a campus planned in Austin, Texas, that will span 160 acres, feature three data centers and a private substation, and offer 600 megawatts in capability. | 
Tidak ada komentar:
Posting Komentar